Plan Fiduciary Services, INC.
Clearwater, FL, 33759
- Plans
- 7
- Total participants
- 49,255
- Filing years
- 2024, 2023, 2022, 2021
- NAICS
- 523900
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500 | 002 | Insight Financial Partners Pooled Employer Plan | 21 |
| 2024 | Form 5500 | 003 | Great West Affiliated Employers Retirement Savings Plan | 107 |
| 2024 | Form 5500 | 004 | The Platinum 401(K) Retirement Savings Plan | 10,921 |
| 2024 | Form 5500 | 005 | Acca New England Retirement Savings Plan | 77 |
| 2024 | Form 5500 | 007 | New Frontier Pooled Employer Plan | 375 |
| 2024 | Form 5500 | 008 | Onedigital Open Pooled Employer Plan | 4,946 |
| 2024 | Form 5500 | 009 | Enterprise Select Pooled Employer Plan | 3,880 |
| 2023 | Form 5500 | 003 | Great West Affiliated Employers Retirement Savings Plan | 80 |
| 2023 | Form 5500 | 004 | The Platinum 401(K) Retirement Savings Plan | 11,122 |
| 2023 | Form 5500 | 005 | Acca New England Retirement Savings Plan | 59 |
| 2023 | Form 5500 | 007 | New Frontier Pooled Employer Plan | 298 |
| 2023 | Form 5500 | 008 | Onedigital Open Pooled Employer Plan | 3,318 |
| 2023 | Form 5500 | 009 | Enterprise Select Pooled Employer Plan | 2,703 |
| 2022 | Form 5500 | 003 | Great West Affiliated Employers Retirement Savings Plan | 89 |
| 2022 | Form 5500 | 004 | The Platinum 401(K) Retirement Savings Plan | 3,389 |
| 2022 | Form 5500 | 005 | Acca New England Retirement Savings Plan | 60 |
| 2022 | Form 5500 | 007 | New Frontier Pooled Employer Plan | 359 |
| 2022 | Form 5500 | 008 | Onedigital Open Pooled Employer Plan | 1,859 |
| 2022 | Form 5500 | 009 | Enterprise Select Pooled Employer Plan | 522 |
| 2021 | Form 5500 | 003 | Great West Affiliated Employers Retirement Savings Plan | 90 |
| 2021 | Form 5500 | 004 | The Platinum 401(K) Retirement Savings Plan | 4,472 |
| 2021 | Form 5500 | 005 | Acca New England Retirement Savings Plan | 87 |
| 2021 | Form 5500 | 008 | Onedigital Open Pooled Employer Plan | 421 |
Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.
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